Registered Client Service Associate

Morgan Stanley

San Mateo, California, United States
Base: $34,320.00 - $90,000.00; bonus/equity: not s...
Client relationship management
Money movement transactions
Financial services product knowledge
Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis

Job Summary

  • Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.
  • Successful candidates will have strong interpersonal skills and assist clients with their everyday needs.
  • Morgan Stanley offers comprehensive employee benefits and opportunities for growth within the company.

Matching Summary

Registered Client Service Associates provide exceptional service to clients and support Financial Advisors on a daily basis.

Salary

Base: $34,320.00 - $90,000.00; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client relationship management
  • Money movement transactions
  • Financial services product knowledge

Nice-to-have

  • Exceptional writing skills
  • Team collaboration
  • Adaptability in fast-paced environment

Key Requirements

  • Active Series 7 and Series 66 or Series 63 and Series 65
  • Two or more years of industry experience
  • Advanced Microsoft Office skills

Work Rights

Not specified

Tailored Resume

Cover Letter